Account Aggregation

Account aggregation is the process by which investors organize and categorize their different financial assets in order to more clearly see their entire financial picture. In today’s online world, it is becoming increasingly the norm to see many assets become "online only”. While this offers the convenience of instant access and transparency, it also brings new challenges to financial planning. With each site requiring a separate username and password, various levels of security questions and authentication, and different methods of displaying data, it’s becoming more and more complicated to organize these accounts.

In our partnership with Fidelity Institutional Wealth Services, Verde Capital Management offers clients unparallel control and convenience over their finances. With Full View, investors can track their spending, monitor investment performance, track net worth and value hard assets; such as real estate. In addition, Full View organizes and categorizes data with no manual input into one uniform standard that allows for the comparison of data from multiple sites. Please click the link below for a demo of this powerful tool.

click below to view video demonstration